UNH icon

UnitedHealth
UNH

Overview Fund Activity

3,393 hedge funds and large institutions have $436B invested in UnitedHealth in 2023 Q4 according to their latest regulatory filings, with 411 funds opening new positions, 1,415 increasing their positions, 1,233 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,393
Holders Change
+269
Holders Change %
+8.61%
% of All Funds
49.74%
Holding in Top 10
362
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-10.17%
% of All Funds
5.31%
New
411
Increased
1,415
Reduced
1,233
Closed
89
Calls
$4.6B
Puts
$4.41B
Net Calls
+$188M
Net Calls Change
-$269M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.39B
2
Jennison Associates
Jennison Associates
New York
+$629M
3
State Street
State Street
Massachusetts
+$575M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$430M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$331M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$929M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$736M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$436M
4
Bank of America
Bank of America
North Carolina
-$423M
5
Sanders Capital
Sanders Capital
Florida
-$417M
Name Holding Trade Value Shares
Change 		Shares
Change %
AUB
876
Atlantic Union Bankshares
Virginia
$9.95M -$680K -1,292 -6%
MAA
877
Matrix Asset Advisors
New York
$9.92M -$65.8K -125 -0.7%
ALAM
878
Asahi Life Asset Management
Japan
$9.9M -$6.56M -12,454 -40%
JMFC
879
J.M. Forbes & Co
Massachusetts
$9.9M +$165K +313 +2%
GAM
880
Gotham Asset Management
New York
$9.86M +$5.56M +10,562 +129%
BCB
881
Brian C. Broderick
$9.8M +$375K +713 +4%
SWS
882
SYSTM Wealth Solutions
Illinois
$9.77M -$647K -1,229 -6%
1IA
883
1834 Investment Advisors
Wisconsin
$9.72M -$1.88M -3,574 -16%
HP
884
HealthInvest Partners
Sweden
$9.69M +$9.69M +18,408 New
ECM
885
Estabrook Capital Management
New York
$9.68M -$124K -236 -1%
SCA
886
Stokes Capital Advisors
South Carolina
$9.66M +$466K +885 +5%
HVIA
887
Hudson Valley Investment Advisors
New York
$9.66M -$823K -1,533 -8%
OCBCO
888
Oversea-Chinese Banking Corp (OCBC)
Singapore
$9.64M +$3.42M +6,494 +55%
EW
889
Evexia Wealth
Wisconsin
$9.62M +$224K +439 +2%
WAS
890
Wealth Advisory Solutions
Indiana
$9.61M -$8.91M -16,923 -48%
M
891
MOTCO
Texas
$9.6M -$247K -470 -3%
FHB
892
First Hawaiian Bank
Hawaii
$9.59M -$526 -1 -0%
MAM
893
Morse Asset Management
Connecticut
$9.51M -$244K -463 -2%
LCC
894
Lincoln Capital Corp
Rhode Island
$9.5M -$138K -263 -1%
CNBTD
895
Citizens National Bank Trust Department
Mississippi
$9.49M -$26.3K -50 -0.3%
BJL
896
Brighton Jones LLC
Washington
$9.48M +$1.25M +2,365 +15%
FMTC
897
Farmers & Merchants Trust Company
California
$9.42M +$142K +269 +2%
SAM
898
Silvercrest Asset Management
New York
$9.4M +$712K +1,352 +8%
MCM
899
Mattern Capital Management
Colorado
$9.3M +$164K +312 +2%
GL
900
Governors Lane
New York
$9.29M -$11.7M -22,300 -56%
34 35
36
37 38